CA - 4 Important Changes To My 4% Yielding Retirement Portfolio
2024-03-14 07:00:00 ET
Summary
- This week I start tracking my real money family fund on our service, including real-time email trade notifications, weekly trade summaries and return tracking, and quarterly detailed updates.
- Ahead of this new feature, I'm fine-tuning the portfolio with four significant changes.
- That includes topping up NVDA and BAM to their maximum risk caps because I am strongly confident in their long-term growth outlooks.
- I'm streamlining my ETF allocations, consolidating three deep-value ETFs into 2.
- I am changing my growth ETF from SCHG to IWY because of a few important structure reasons that give me confidence that this ETF will always represent the top 110 to 112 large growth stocks on Wall Street.
SA readers have expressed interest in my personal family fund portfolio and so have our subscribers.
I will start tracking this portfolio each week
- Real-time email trade alerts
- Weekly trade summary and performance tracking (ZEUS/Zen Portfolio Tracker)
- Quarterly Update article (just like a hedge fund provides its clients every quarter)
In preparation for that, I am fine-tuning my portfolio and wanted to share these updates and my investing insights with you.
This is not because I recommend that you follow me precisely, but so that you can learn about my investing process and hopefully improve your own....
4 Important Changes To My 4% Yielding Retirement Portfolio